Senior Analyst/Associate, Financial Policy & Reporting

CPP Investments - Toronto, ON (8 months ago)

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Company Description

Make an impact at a global and dynamic investment organization

When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $400 billion, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure long-term sustainability. The CPP Fund is projected to exceed $450 billion by 2025. CPP Investments invests in all major asset classes, including public equity, private equity, real estate, infrastructure and fixed-income instruments, and is headquartered in Toronto with offices in Hong Kong, London, Luxembourg, Mumbai, New York City, San Francisco, São Paulo and Sydney.

CPP Investments attracts and selects high-calibre individuals from top-tier institutions around the globe. Join our team and look forward to:

Diverse and inspiring colleagues and approachable leaders
Stimulating work in a fast-paced, intellectually challenging environment
Accelerated exposure and responsibility
Global career development opportunities
Being motivated every day by CPP Investments’ important social purpose and unshakable principles
A deeply rooted culture of Integrity, Partnership and High Performance

If you share a passion for performance, value a collegial and collaborative culture, and approach everything with the highest integrity, here’s an opportunity for you to invest your career at CPP Investments.

Job Description

The Financial Policy & Reporting (“FP&R”) group plays a critical role in the financial reporting of CPP Investments’ consolidated financial statements and CPP Investments’ legal entities, the development and implementation of accounting policy guidelines, and the accounting policy support of investment initiatives and structures.

Reporting to the Manager, FP&R, the Senior Analyst/Associate will assist with the preparation of CPP Investments’ financial statements, involvement in special projects to support CPP Investments’ 2025 strategy and implementation of accounting guidelines.

This position will collaborate with various teams including Structuring, Investment Operations, Treasury, Legal, and Tax to ensure we apply best practices and methodologies in financial reporting.

Role Specific Accountabilities:
Work closely with the Policy group in reviewing and analyzing new investment products, implements required changes to the financial statement disclosure and presentation.
Develop and maintain proper documentation of financial reporting processes and controls including workflows, source of information, frequency and purpose of the processes.
Work closely with other finance and operation groups to review and analyze supporting schedules and seek ways to improve current reporting efficiency and accuracy, as well as related processes and controls to generate financial reporting.
Understand key financial reporting risk areas and champion process optimization initiatives by working with key internal stakeholders
Support projects and initiatives, as required.
Prepare and coordinate quarterly external consolidated financial statement notes in accordance with International Financial Reporting Standards (“IFRS”), and Audit Committee presentation materials, as needed.
Assist with the preparation of legal entity financial statements and supporting notes and schedules in accordance with IFRS on an annual basis; and preparation of quarterly trial balance packages for tax/regulatory filing purposes.
Review of structuring documents including entity creation memos, legal documents and Investment Management Plans to obtain full understanding of an entity’s structure.


Undergraduate degree in commerce, accounting or other relevant discipline
Professional accounting designation (CPA or equivalent)
Minimum 5-8 years’ experience in financial reporting or auditing; minimum 2-3 years’ experience in investment management, pension fund or financial services industry
Excellent understanding of IFRS and the ability to quickly grasp internal controls over financial reporting
Familiarity with corporate, financial and regulatory filing requirements in various jurisdictions
Solid demonstrated communication and interpersonal skills
Excellent technical and analytical skills with high accuracy and attention to detail
Demonstrated ability to succeed in a high performing culture; open to, and comfortable with constantly evolving and changing priorities and new challenges
Good professional judgement, professionalism and integrity
Demonstrated strong time management and prioritization skills, extremely well organized
Self-motivated, proactively taking ownership and responsibility
Exemplifies our Guiding Principles of partnership, integrity and high performance

Additional Information

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At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.

Our Commitment to Inclusion and Diversity:
In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.